HUNTER, SPINGOLA, BUCHMANN AND BROWN PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T
401k plan membership statisitcs for NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T
Measure | Date | Value |
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2018: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,144,043 |
Acturial value of plan assets | 2018-12-31 | 3,144,043 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 17 |
Fundng target for terminated vested participants | 2018-12-31 | 240,853 |
Active participant vested funding target | 2018-12-31 | 2,431,634 |
Number of active participants | 2018-12-31 | 15 |
Total funding liabilities for active participants | 2018-12-31 | 2,431,634 |
Total participant count | 2018-12-31 | 32 |
Total funding target for all participants | 2018-12-31 | 2,672,487 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 29,880 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 226,995 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 29,880 |
Amount remaining of prefunding balance | 2018-12-31 | 226,995 |
Present value of excess contributions | 2018-12-31 | 493,836 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 493,836 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 32,859 |
Balance of prefunding at beginning of current year | 2018-12-31 | 249,626 |
Total employer contributions | 2018-12-31 | 702,288 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 704,165 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 876,480 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 703,736 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 703,736 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 704,165 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,921,315 |
Acturial value of plan assets | 2017-12-31 | 2,921,315 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 10 |
Fundng target for terminated vested participants | 2017-12-31 | 56,101 |
Active participant vested funding target | 2017-12-31 | 2,258,941 |
Number of active participants | 2017-12-31 | 26 |
Total funding liabilities for active participants | 2017-12-31 | 2,261,073 |
Total participant count | 2017-12-31 | 36 |
Total funding target for all participants | 2017-12-31 | 2,317,174 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 29,360 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 223,047 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 29,360 |
Amount remaining of prefunding balance | 2017-12-31 | 223,047 |
Present value of excess contributions | 2017-12-31 | 166,788 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 166,788 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 29,880 |
Balance of prefunding at beginning of current year | 2017-12-31 | 226,995 |
Total employer contributions | 2017-12-31 | 500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 493,836 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 227,012 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 493,836 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,361,875 |
Acturial value of plan assets | 2016-12-31 | 2,361,875 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 8 |
Fundng target for terminated vested participants | 2016-12-31 | 88,235 |
Active participant vested funding target | 2016-12-31 | 1,916,546 |
Number of active participants | 2016-12-31 | 29 |
Total funding liabilities for active participants | 2016-12-31 | 1,919,648 |
Total participant count | 2016-12-31 | 37 |
Total funding target for all participants | 2016-12-31 | 2,007,883 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 31,281 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 237,638 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 31,281 |
Amount remaining of prefunding balance | 2016-12-31 | 237,638 |
Present value of excess contributions | 2016-12-31 | 195,993 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 195,993 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 29,360 |
Balance of prefunding at beginning of current year | 2016-12-31 | 223,047 |
Total employer contributions | 2016-12-31 | 300,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 298,359 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 217,583 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 131,571 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 131,571 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 298,359 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
Measure | Date | Value |
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2017 : NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $27 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $778,671 |
Expenses. Total of all expenses incurred | 2017-12-31 | $19,595 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,016 |
Total plan assets at end of year | 2017-12-31 | $3,422,750 |
Total plan assets at beginning of year | 2017-12-31 | $2,663,647 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $278,671 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $759,076 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,422,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,663,647 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $500,000 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,579 |
2016 : NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $358,847 |
Expenses. Total of all expenses incurred | 2016-12-31 | $23,467 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,761 |
Total plan assets at end of year | 2016-12-31 | $2,663,647 |
Total plan assets at beginning of year | 2016-12-31 | $2,328,267 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $58,847 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $335,380 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,663,647 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,328,267 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $371 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $300,000 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $17,706 |
2015 : NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $183,771 |
Expenses. Total of all expenses incurred | 2015-12-31 | $22,393 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,144 |
Total plan assets at end of year | 2015-12-31 | $2,328,267 |
Total plan assets at beginning of year | 2015-12-31 | $2,166,889 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-116,229 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $161,378 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,328,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,166,889 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $8,428 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $300,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19,249 |
2014 : NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $324,900 |
Expenses. Total of all expenses incurred | 2014-12-31 | $19,600 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,633 |
Total plan assets at end of year | 2014-12-31 | $2,166,889 |
Total plan assets at beginning of year | 2014-12-31 | $1,861,589 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $2,399 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $97,501 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $305,300 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,166,889 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,861,589 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $30,184 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $225,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $16,967 |
2013 : NORTHERN TEXAS FACIAL & ORAL SURGERY PA DBPP&T 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $431,402 |
Expenses. Total of all expenses incurred | 2013-12-31 | $32,586 |
Benefits paid (including direct rollovers) | 2013-12-31 | $21,418 |
Total plan assets at end of year | 2013-12-31 | $1,861,589 |
Total plan assets at beginning of year | 2013-12-31 | $1,462,773 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $206,402 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $398,816 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,861,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,462,773 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $36,706 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $225,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $11,168 |